Prosperity Wealth Strategies LLC

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Client assets under management

$95,249,626

Clients

45% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,731,811

About

Prosperity Wealth Strategies LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $95 million for about 55 clients with a two‑advisor team. The firm prepares individualized Investment Policy Statements and delivers ongoing portfolio monitoring and reporting as part of its advisory services.

Investment decisions are guided by modern portfolio theory and a long‑term trading orientation, with allocations typically using mutual funds, equities, fixed income and exchange‑traded funds, including precious‑metal ETFs. Prosperity documents client risk tolerance, operates with discretionary trading authority, and conducts at least quarterly reviews of client accounts.

Compared with many small, supported advisory firms, Prosperity requires clients to custody assets at Charles Schwab Advisor Services and does not utilize third‑party sub‑advisers or participate in wrap fee programs, concentrating execution and custody relationships. The firm also offers standalone, fixed‑fee financial planning engagements and is led by a principal with a legal background, features that are less common for a practice of its size.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees up to $50,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $20,000,000: 0.30% annually $20,000,001+: 0.25% annually

Main office location

Prosperity Wealth Strategies LLC

36400 Woodward Avenue, Suite 128

Bloomfield Hills MI 48304, United States

Number of offices

Most active in

Florida · Michigan · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (248) 963-0568

Advisors at this firm

Peter H

Series 65, Series 66

Bloomfield Hills, MI

Prosperity Wealth Strategies LLC

Peter Hamburger is a financial advisor at Prosperity Wealth Strategies LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 licenses with 18 years of industry experience. He previously worked at JPMorgan Chase and its affiliates from 2016 to 2025 and UBS Financial Services from 2007 to 2016. Prosperity Wealth Strategies provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $95 million for about 55 clients. The firm follows modern portfolio theory with a long-term trading approach, primarily using mutual funds, equities, fixed income, and ETFs, and requires clients to custody assets at Charles Schwab Advisor Services.

Wealth management General retirement planning College savings (529s, UTMA, etc.)

Nicole W

CFP®, Series 66

Bloomfield Hills, MI

Prosperity Wealth Strategies LLC

Nicole Wirick is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Prosperity Wealth Strategies LLC since 2019 and previously worked at Planning Alternatives Ltd. and Wealthcare Advisors. Nicole is a licensed attorney in Michigan but does not practice law. Prosperity Wealth Strategies LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $95 million for about 55 clients. The firm employs a long-term investment approach guided by modern portfolio theory and maintains client assets exclusively at Charles Schwab Advisor Services.

Wealth management General retirement planning College savings (529s, UTMA, etc.)

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